Commentary & Analysis

Fiduciary

The Power of Trust: Why Fiduciary Wealth Managers Are the Right Choice

Financial Planning | No Comments
In the complex world of wealth management, one concept stands out as the cornerstone of a successful client-advisor relationship: fiduciary duty. A fiduciary wealth manager is an investment professional who…
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May 2023

Key Investment Changes, May, 2023

Uncategorized | No Comments
Better-Than-Expected Q1 Earnings We are excited to share some key updates as our team continues to fine-tune our investment portfolios. The stock market has been showing promising signs and we…
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5 Things Your Financial Advisor Isn’t Telling You

Financial Planning | No Comments
The world of investment advice and financial planning is full of problems. Things like conflicts of interest, obscure disclosures and an overall lack of transparency leave consumers feeling confused and uncertain.…
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Doing Good or Doing Well?

Investments | No Comments
Socially Responsible Investing has become a major stock market question over the last few years. Should you put your returns at risk by investing in companies that care about social…
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The Index Bogeyman

Investments | No Comments
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may…
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Getting to the Point of a Point

Investments | No Comments
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types…
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Reducing Debt Without Suffering Today

Lifestyle Planning | No Comments
Trying to reduce your debt? You might not need to look too far, here are some fun ones: Use credit cards to your advantage. Let's say the average person spends…
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Should You Direct Deposit Your Investments?

Investments | No Comments
My number one piece of advice is to use your employer's direct deposit to automate savings. Most people believe that their entire paycheck should be sent to their checking account…
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Alternative Reality

Investments | No Comments
Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce…
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Questions to Consider Before Getting Your Next Credit Card

Lifestyle Planning | No Comments
What's the APR? Understanding interest rates and doing the actual calculation of those rates is the only way to understand credit cards. CC companies can hide their fee's in the…
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The Power of Investing

Investments | No Comments
By now you know that investing has worked for millions of people worldwide. Almost every successful person invests in one way or another and its taken up a large enough…
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Should You Invest or Pay Off Student Loans?

Financial Planning | No Comments
What would you do to eliminate your student loans? While taking out student loans might not be your biggest regret from the college days, it still hurts every time you…
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Your Tax Return & You

Taxes | No Comments
As tax season closes in, most people are looking forward to a nice gift from Uncle Sam in the form of your Tax Return. The opportunities are endless. A payment…
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My New Year’s Resolution: Be More Like Lebron

Financial Planning | No Comments
We’ve all been there. It’s the first week of January and you can still feel the wind of the 2017 doors closing behind you. New goals and aspirations fill your…
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Are You Getting Hosed? 3 Interest Rates to Watch Out For In Your Daily Life

Financial Planning | No Comments
Annual Percentage Rate. The word can be daunting. Companies will use the acronym APR to lower our antennas and, for the vast majority of people, it’s worked. We don’t talk…
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The Trump Economy and The Market: Making Your Portfolio Great Again

Investments | No Comments
Questions on Trump, the future of America, and its effects on the Financial Markets have been floating through mainstream media over the past couple of days. Even before the election…
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